About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to life by serving as a trusted guide for clients. The role delivers accurate, confident, and clear everyday banking while helping clients feel informed, supported, and empowered to achieve their financial goals and upholding risk and regulatory standards. As the financial center’s hospitality ambassador and first point of contact, the Associate Banker manages client flow, handles inquiries and routine transactions, identifies client needs, and connects clients with appropriate partners. The role educates clients about banking products, services, and digital self-service options, makes recommendations using available insights and resources, and handles routine issues while escalating non-standard concerns. The Associate Banker follows operational, AML, identification-verification, documentation, and other compliance requirements, completes required training, and contributes to the team’s performance and a respectful, collaborative work environment.

Requirements

  • High school diploma or GED.
  • At least 1 year of demonstrated experience working with clients; experience may include volunteering, education, or military experience.
  • Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
  • Ability to complete required job-related training upon hire.
  • Strong organization skills and ability to manage multiple tasks in a fast-paced environment.
  • Clear, concise, and consistent communication skills.
  • Demonstrated problem-solving skills.
  • Ability to schedule and prioritize work and meet deadlines, both independently and as part of a team.
  • Sound judgment in decision-making and problem-solving.
  • Proficiency in Microsoft Office.

Nice To Haves

  • Bilingual Spanish preferred.
  • Teller or cash-handling experience in a client-facing role or financial institution preferred.
  • Notary license preferred.

Responsibilities

  • Manage in-person and telephone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver welcoming, personalized, relationship-driven client experiences aligned with TD’s service strategy.
  • Complete everyday banking transactions and multi-step activities accurately and efficiently within established financial limits.
  • Identify client needs and opportunities, educate clients on appropriate banking products, services, and digital capabilities, and refer them to appropriate specialists or partners.
  • Use banking knowledge, insights, tools, and resources to recommend client solutions and support clients’ financial goals.
  • Assess straightforward client problems using standard procedures and escalate non-standard issues, discrepancies, material changes, and risk indicators according to policy.
  • Follow operational, AML, regulatory, identification-verification, authentication, data-integrity, and documentation requirements to protect clients and the Bank.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, collaborate with colleagues, share best practices, and participate in performance and development activities.
  • Act in accordance with TD’s code of conduct and ethical standards.

Benefits

  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
  • Banking benefits and discounts
  • Career development
  • Reward and recognition
  • Training and onboarding
  • Online learning platform and mentoring programs
  • Variable compensation or incentive awards may be available, including eligibility for cash and/or equity incentive awards
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